+911.5%
BE vs C
+155.8%
+755.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.6% |
| 7D | +20.0% | +3.6% | +16.3% | +16.4% |
| 30D | +7.9% | +0.1% | +7.9% | +8.0% |
| 3M | -13.2% | +2.4% | -15.6% | -13.5% |
| 6M | +53.5% | +24.9% | +28.5% | +29.6% |
| YTD | +191.0% | +19.8% | +171.2% | +154.0% |
| 1Y | +360.5% | +44.9% | +315.7% | +244.5% |
| 3Y | +1,568.0% | +263.0% | +1,305.0% | +470.1% |
| 5Y | +1,055.2% | +129.5% | +925.7% | +472.4% |
| All | +911.5% | +155.8% | +755.6% | +270.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded C wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling